Skip to Content

Experience

As a member of our wealth management group, I proactively help my clients minimize their tax bills with creative tax and business services. From income tax, estate, and gift planning to business transactions and investments, I advise wealthy entrepreneurs on many aspects of their financial decisions and how best to prepare for the road ahead. I also advise real estate developers on income tax planning, real estate transactions, and partnership taxation.

View More of Jeff's Experience

Specializes In

I’m an accomplished woodworker. My major ongoing project is a log home in Northern Michigan.

Additional Thoughts

How do markets typically perform in a midterm election year?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
What does the U.S. employment situation mean for the economy?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read